ASML vs TTD: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
ASML Holding N.V. · Technology
$1,744.61
-0.7% upside to fair value
Med Conviction
Grade C
High Quality
VS
The Trade Desk, Inc. · Communication Services
$14.26
-1.8% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
ASML has more upside to fair value
(-0.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ASML |
TTD |
| Current Price |
$1,744.61 |
$14.26 |
| Fair Value Estimate |
$1,732.49 |
$14.00 |
| Upside to Fair Value |
-0.7%
|
-1.8%
|
| Market Cap |
$672.4B |
$6.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
42.0x
|
7.5x
|
| Price / Sales |
19.0x
|
2.2x
|
| Price / FCF |
67.2x
|
7.8x
|
| Revenue Growth YoY |
+21.3%
|
+3.0%
|
| Gross Margin |
52.7%
|
83.0%
|
| Operating Margin |
35.4%
|
19.6%
|
| Return on Equity |
52.4%
|
16.1%
|
| Dividend Yield |
0.51% |
0% |
| FCF Yield |
1.49%
|
12.89%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
ASML Holding N.V. is the Dutch semiconductor equipment maker that supplies lithography, metrology, and inspection systems, including the extreme ultraviolet (EUV) machines required to pattern the most advanced logic and memory chips, and it holds what current coverage describes as a near-monopoly on those EUV tools. The business quality is genuinely high: TTM gross margin of 52.7%, TTM operating …
The Trade Desk operates a self-service, cloud-based demand-side platform that lets advertising agencies and their advertiser clients plan, buy and optimize data-driven digital campaigns across display, video, audio, native, social and connected TV, with 3,843 employees and a founder-led management team. Business quality is genuinely high on the unit economics: TTM gross margin of 83.0%, TTM opera…
Accumulation Zones
| Metric |
ASML |
TTD |
| Zone Low |
$1,299.37 |
$10.50 |
| Zone High |
$1,472.62 |
$11.90 |
| In Buy Zone? |
No
|
No
|